508 Gibson Drive, Ste 240
We do Financial Planning. Financial Planning is not just securities brokerage or investment management nor is it or insurance sales or accounting or tax preparation or legal advice. All these are services or professions that are components of financial planning.
Small Actionable steps:
Organize Strategize & Analyze Plan & Build Monitor & Review
Often business owners are so involved in their business they overlook their own financial needs and key planning considerations that could help their business grow and prosper. Also, the livelihood of a business owner can be imperiled when unexpected events occur that adversely affect the bottom line of the business.
Retirement Planning – Providing Benefits
Succession Planning – Protecting Your Business